Putnam Investment Management, LLC
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About this Advisor
Kaitlyn Ramsay is an investment advisor whose office is in Boston, Massachusetts. Currently a registered investment advisor at Putnam Investment Management, LLC, they have accrued 13 years of professional experience. Ramsay holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Ramsay can work with customers based out of Massachusetts. Throughout their career, Ramsay has worked at Full Time Education, Aarp, Putnam Inv./Putnam Retain Management, Lpl Financial, Santander Securities LLC, Sovereign Bank, Southern New Hampshire University and Putnam Retail Management. Putnam Investment Management, LLC is headquartered in Boston, Massachusetts. As an advisory firm, Putnam Investment Management, LLC oversees $89 billion in assets covering 154 client accounts and employs more than 303 people. The amount of assets the firm manages makes it one of the largest firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the firm's 154 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Putnam Investment Management, LLC provides portfolio management for investment companies and portfolio management for pooled investment vehicles. The firm's fees may include asset-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Putnam Investment Management, LLC Brokerage Details
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Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Kaitlyn Ramsay Work History
Kaitlyn has 14 years of experience.
Putnam Retail Management
Southern New Hampshire University
Santander Securities LLC
Putnam Inv./Putnam Retain Management
Full Time Education
Kaitlyn Ramsay has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Putnam Investment Management, LLC